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Newbridge Financial Services Group’s Fortress Biotech FBIO Stock Holding History

Newbridge Financial Services Group’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-133
Closed -$192 – 1155
2024
Q3 		$192 Hold
133
– – ﹤0.01% 632
2024
Q2 		$227 Hold
133
– – ﹤0.01% 1043
2024
Q1 		$266 Hold
133
– – ﹤0.01% 1116
2023
Q4 		$400 Hold
133
– – ﹤0.01% 1059
2023
Q3 		$581 Buy
+133
New +$913 ﹤0.01% 1196

Other funds holding FBIO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Newbridge Financial Services Group's FBIO Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of Fortress Biotech (FBIO) in Q4 2024, closing a stake of 133 shares — an estimated $192 sold.

Newbridge Financial Services Group first reported a position in FBIO in Q3 2023 and held it in 5 quarters. The position peaked at $581 in Q3 2023. 53 funds tracked by Wall St. Rank hold FBIO as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining Fortress Biotech position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 133 Fortress Biotech shares in Q4 2024, an estimated $192.
  • Newbridge Financial Services Group first reported a position in Fortress Biotech in Q3 2023 and held it in 5 quarters.
  • Newbridge Financial Services Group's Fortress Biotech position peaked at $581 in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Fortress Biotech as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.